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Income drawdown and platform Conjecture

IFAonline | 21 Mar 2014 | 18:04 | video

Retirement Planner editor Helen Morrissey talks to Aviva's head of platform proposition Phil Ralli about income drawdown and the platform market.

Outsourcing: The thorny issue of client contact

IFAonline | 28 Feb 2014 | 13:34 | video

Advisers' trust in their outsourced investment partner often depends on a key factor: the end client.

Outsourcing: 'Advisers want reliability'

IFAonline | 04 Feb 2014 | 14:57 | video

Is the trend for outsourcing investment still thriving? And how should advisers ensure their investment philosophy dovetails with their outsourced partner? Smith & Williamson visited the Incisive Media studios to discuss...

Video: The outlook for SIPPs

Retirement Planner | 28 Jan 2014 | 12:44 | video

Carey Pensions UK chief executive officer Christine Hallett speaks to Helen Morrissey about the outlook for the SIPP market.

Video: Auto-enrolment opportunities

Retirement Planner | 28 Jan 2014 | 12:58 | video

Carey Pensions UK chief executive officer Christine Hallett discusses the opportunities auto-enrolment brings for advisers.

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Video: Four things advisers must do to win client trust

Video: Four things advisers must do to win client trust

Most conversations with clients have what business consultant Steve Billingham calls 'defining moments'. Being able to identify them, he says, is one of four key skills advisers must possess if they want to build genuine client trust...

Professional Adviser | 22 Apr 2014 | 17:50 | video
Public only hears 'advice', says PFS chief Richards

Public only hears 'advice', says PFS chief Richards

How the industry distinguishes between 'advice' and 'guidance' is at odds with how the public perceives financial services, argues Personal Finance Society (PFS) chief executive Keith Richards.

Professional Adviser | 22 Apr 2014 | 12:06 | video
PFS backs flat-fee advice for Osborne's pensions revolution

PFS backs flat-fee advice for Osborne's pensions revolution

The Personal Finance Society (PFS) has outlined a proposal for a flat fee model which would help regulated advisers deliver pensions advice to a larger audience, following the unexpected changes announced at Budget 2014.

Professional Adviser | 17 Apr 2014 | 09:56 | video
Video: How to stay this side of your advice use-by date

Video: How to stay this side of your advice use-by date

Three things to remember about client reviews: they should be regular; they shouldn't only be about investment performance; and they can help create absolute confidence in clients' minds about what you do. Business consultant Steve Billingham explains more in this short video...

Professional Adviser | 16 Apr 2014 | 17:26 | video
Video: How to build a repeatable advice process

Video: How to build a repeatable advice process

Developing a consistent, repeatable advice process that can be used for every client and yet make each feel special and unique is one of the keys to business success, as consultant Steve Billingham explains in this short video...

Professional Adviser | 11 Apr 2014 | 11:51 | video
Video: There's only one way to find out what clients think of you...

Video: There's only one way to find out what clients think of you...

In the third video of this nine-part series, business consultant Steve Billingham explains the best way to find out what your clients really think about what you do for them...

Professional Adviser | 03 Apr 2014 | 12:48 | video
Outsourcing: Are model portfolios a viable route?

Outsourcing: Are model portfolios a viable route?

Model portfolios offer one solution for advisory firms looking to outsource the investment function...

IFAonline | 24 Mar 2014 | 13:44 | video
Video: What a Seattle Seahawks coach can teach advisers about what clients want

Video: What a Seattle Seahawks coach can teach advisers about what clients want

In the second video of this exclusive nine-part series, business consultant Steve Billingham examines the disconnect between what advisers think clients want, and what clients really want...

IFAonline | 24 Mar 2014 | 12:02 | video

The Big Debate

the-big-debate-ifa The Big Debate is an online audio and video conferencing club with   an audience comprising of the UK's leading Discretionary Asset  Managers, top IFA's and investment professionals

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